| ID | Client Name | Client Short |
|---|
| ID | Client | Business Unit Name | Short |
|---|
| ID | Client | Business Unit | Internal Name | Client Name | Description | Order |
|---|
| PROCESS DETAIL | Internal process name | Client process name | Process | Client | Client Business Unit | Process Order | Field Type | Field Type UI | DropDown List | DropDown Values | Show_In_UI | Validation Rules | Next Process | IF_RULE Descriere | IF_RULE Sursa Conditie | IF_RULE Operator Conditie | IF_RULE Valoare Conditie | IF_RULE_TRUE NEXT PROCESS | IF_RULE_FALSE NEXT PROCESS | WHEN DATA THEN RESET |
WHEN DATA THEN COMPUTE |
AFTER DATA THEN SNAPSHOT |
FORMULA (READONLY CASE) | Condition Source | Condition Operator | Condition Value | Condition Logic (AND/OR) | Condition Source 2 | Condition Operator 2 | Condition Value 2 | Value (default) | Source (THEN) | Operator (THEN) | Offset Value (THEN) | Offset Unit (THEN) | Start Value (THEN) | Pattern | Value (default) (ELSE) | Source (ELSE) | Operator (ELSE) | Offset Value (ELSE) | Offset Unit (ELSE) |
|---|
Clone Process + ProcessDetails
Copies all processes and their details from one Client / ClientBusinessUnit combination to another that has no processes yet. The target client must be different from the source client.
Source
Target
Delete Client / ClientBusinessUnit Data
Permanently deletes all processes, process details and workflow data for a client. Leave Client Business Unit empty to delete the entire client (all its business units included); pick a unit to delete only that unit's processes and details.
Maintain the drop-down value lists shared by fields across all clients.
| ID | List Name | Values | Used In |
|---|
Maintain the public-holiday calendar the 'workday' offset skips in addition to weekends. Leave Client empty for a holiday that applies to every client.
| Date | Name | Client |
|---|
Manage who can log into e-workflow and their access level.
| Name | Role | Status |
|---|
Manage which Client/ClientBusinessUnit combinations and processes a user can reach in WorkflowData.